Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,319 | $102,422-84.1% | $147,117-88.9% | $80,959-79.8% |
| Participation rate | 65.8% | 75.9%-10.1pp | 82.2%-16.4pp | 67.7%-1.9pp |
| Annual return | 19.98% | 135.16%-115.2pp | 420.54%-400.6pp | 35.67%-15.7pp |
| Employer contribution / active EE | $1,549 | $3,717-58.3% | $4,932-68.6% | $2,757-43.8% |
| Participant deferral / active EE | $4,865 | $6,652-26.9% | $8,065-39.7% | $4,300+13.1% |
| Admin fee / account holder | $1,034 | $7,953-87.0% | $12,993-92.0% | $6,925-85.1% |